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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,875 | $148,623-77.9% | $135,974-75.8% | $139,466-76.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.24% | 79.30%-65.1pp | 68.30%-54.1pp | 373.66%-359.4pp |
| Employer contribution / active EE | $9,451 | $5,246+80.1% | $4,859+94.5% | $4,754+98.8% |
| Participant deferral / active EE | $8,183 | $8,103+1.0% | $7,760+5.4% | $6,712+21.9% |
| Admin fee / account holder | $20 | $12,406-99.8% | $10,767-99.8% | $11,409-99.8% |